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Financial Advisor Aaron Watson Returns to Avantax, Joined by Public Accounting Partner Lee MacBay Hamilton & Associates, LLC

Financial Advisor Aaron Watson Returns to Avantax, Joined by Public Accounting Partner Lee MacBay Hamilton & Associates, LLC
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United kingdomUnited statesKendra galanteTony katsulosTodd mackayLuke watsonAaron watsonDavid wilsonLee macbay hamilton associatesAvantax communityAaronl watsonAvantax incHome officeCambridge investment research incCambridge investment researchLee macbay hamilton

Avantax Welcomes Financial Advisor Bob Ervolina and his New York-based Lifetime Wealth Management Group

Avantax Welcomes Financial Advisor Bob Ervolina and his New York-based Lifetime Wealth Management Group
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United statesBob ervolinaKendra galanteTony katsulosTodd mackayNick beckmanTim stewartAdvisor groupLifetime wealth management groupHead of business development at avantaxAvantax incAvantax communityHome officeStrategic partnership programCertified wealth strategistSecurities america

Avantax Welcomes Financial Advisor Bob Ervolina and his New York-based Lifetime Wealth Management Group

Avantax Welcomes Financial Advisor Bob Ervolina and his New York-based Lifetime Wealth Management Group
itbusinessnet.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from itbusinessnet.com Daily Mail and Mail on Sunday newspapers.

United statesKendra galanteTim stewartTony katsulosTodd mackayBob ervolinaNick beckmanHead of business development at avantaxAvantax incStrategic partnership programAvantax communityAdvisor groupLifetime wealth management groupHome officeCertified wealth strategistSecurities america

Avantax Has Second-Highest Ratio of Women Advisors Among Broker-Dealers in Financial Planning s IBD Elite 2023 Study

DALLAS, Sept. 19, 2023 Avantax®, a leader in tax-focused financial planning and wealth management, has the second-highest ratio of women as a percentage of producing reps – 24% – when.

United statesKendra galanteSusan quigleyTony katsulosMckinsey pricemetrixJanna lukeTodd mackayFrank caliseFinancial servicesSquigley financialAvantax communityAvantax incBusiness developmentHead of the avantax women advisor forumCapital groupFinancial planning

Avantax Enters into Definitive Agreement to be Acquired by Cetera Holdings

Avantax Stockholders to Receive $26.00 Per Share in Cash Avantax Financial Professionals and Accounting Firms to Expand and Enhance Cetera’s Wealth Management Group Ecosystem .

United statesSan diegoChris waltersMike durbinGeorganne proctorJessica carisDan gagnierDee littrellAdam antoniadesTony katsulosRyan hoffmanCetera investment servicesSecurities exchangeInvestment bankAvantax incCetera advisors